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Who We Are

Cultivators of financial literacy and confidence 

Committed to helping people budget, invest, retire, grow their businesses, and more -  we find our purpose in unlocking yours. The culture of continuous learning that we foster helps you to be bold about your finances. You set your sights, we get you there through education, empowerment, and informed action. Developing and executing plans made specifically for you and your goals is how we achieve them.

A Look Inside Our Operation

Visualize your financial future with us 

Meet the Team

Experts with a passion for people and purpose

Financial plans are personalized to your needs because it’s personal to us. Our strength is in our team dynamics, we are a group of individuals bringing a variety of skills and perspectives to comprehensive strategies tailored to each of our clients. The most essential member of our team is you – we take inspiration from your goals, identify the course of action, and impart our expertise along the way.

Kenneth Hamilton, CFP®, CDFA®, RICP®, CSSCS®

Managing Member | Financial Planner


I'm driven to build impactful client relationships and help them achieve their goals. My unique passion lies in crafting tax-efficient income strategies for financial security.

This work is personal because life is short, and I believe it should be spent on our terms—with loved ones and pursuing passions. Creating plans that empower families to enjoy life together and to provide them with financial support in challenging times fills me with pride.

With a background in financial planning since 2010, we founded MFP in 2020, with my focus being in income and tax-efficient planning. I hold certifications as a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional (RICP®), and Certified Divorce Financial Analyst (CDFA®) credential.

Collaborating with me involves insightful conversations, innovative ideas, and options for your active involvement.

I offer best-in-class ideas, frequent communication, and open access. Seeking a plan that thrives in all circumstances, prioritizes tax efficiency, and ensures an enjoyable, digestible experience? Let's connect.

On a personal note, I'm a proud father and husband, passionate about family and sports. In my free time, I enjoy traveling, cooking, gardening, and stargazing in remote areas. I'm also a self-proclaimed aviation and space enthusiast.

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Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®

Managing Member | Financial Planner


I'm driven by a passion for guiding individuals towards their financial goals, this is rooted in my modest upbringing and a commitment to relieving others from money-related worries. What sets me apart is my unwavering curiosity, driving me to continuously expand my knowledge and qualifications for the benefit of my clients.

With a career dating back to 2000 in financial services, I've worked directly with the public, trained financial advisors, and spent four years on Wall Street, granting me comprehensive experience that uniquely positions me to assist clients. My specialties include comprehensive financial planning, focusing on tax-efficient retirement planning, health, and long-term care planning, as well as estate planning. I hold several certifications, including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU®) Certified in Long-Term Care (CLTC®), Retirement Income Certified Professional (RICP®), National Social Security Advisor (NSSA®), Accredited Investment Fiduciary Analyst (AIFA®), and Professional Plan Consultant (PPC®).

Working with me entails finding tailored solutions to your financial planning challenges, with frequent communication and educational opportunities to keep you informed and empowered.

If you're seeking a well-rounded financial professional with extensive knowledge and emotional intelligence, I'm your ideal choice. On a personal note, I come from a small town in Minnesota, served in the Army, and am a proud parent and husband with a deep love for history and music (especially METAL!!). Feel free to strike up a conversation on either topic—I'm always up for an engaging discussion!

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Certification Lookup

Jason Duffaut, CFP®, CAP®, CPFA®, CExP®

Managing Member | Financial Planner


I'm driven to help people achieve personal, business, family, and community impact by simplifying finance, taxation, risk management, and investments into actionable plans.

With a background spanning banking, lending, investments, insurance, tax and financial planning, business planning, estate planning, and CERTIFIED FINANCIAL PLANNER™ designation, I have a clear vision of what needs to be asked to help our clients live their lives and fulfill their purpose. My specialty lies in assisting business owners with tax optimization, wealth building, growth, supporting communities, and seamless transitions. I also hold certifications as a Chartered Advisor in Philanthropy (CAP®), Certified Plans Fiduciary Advisor (CPFA®), and Certified Exit Professional (CExP®), with my alma mater being California State University, Fullerton.

My approach begins with education, understanding client aspirations, crafting personalized plans, and vigilantly adapting to changing tax, legal, and economic landscapes. I help clients identify, qualify, and quantify their goals, developing plans to achieve them while offering guidance during unforeseen challenges.

Personally, my wife and I are travel enthusiasts, relishing the chance to meet new people and explore their stories. We also find joy in our Dobermans, both from a local rescue group. My commitment to lifelong learning fuels my pursuit of certifications, staying updated on client-relevant topics, engaging in practical education, and participating in study groups to navigate evolving fields like taxation. I likely have a book recommendation for you too!

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Certification Lookup

Andrew Paz, CFP®, CSSCS®

Financial Planner


Andrew is in the minority as a lover of math, and is grateful for a career in problem solving to serve those around him. Coming from a family of educators gave him a first handfirsthand look into the struggle of finding the time and resources to prepare for one’s financial future. 

Andrew was born and raised in Sugar Land, Texas, and graduated from Trinity University here in San Antonio with a Bachelor’s degree in Business Administration and a concentration in Marketing.

He has received his SIE, Series 65, and Series 7 securities registrations, as well as a Texas Life and Health Insurance license. Andrew’s approach is based in the belief that financial literacy enables you to accomplish your most valued goals. Beyond budgeting, Andrew aims to maximize every dollar you earn. 

When not focusing on helping improve the lives of clients, you can find him at the dog park with his German Shepherd, Archer.

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Certification Lookup

Eloisa Vela

Chief Compliance & Operations Officer


Eloisa is a bilingual administrative assistant with extensive experience in the field of financial services. She implements and streamlines office processes to improve workflow and assist planners in accomplishing their goals. Approachable and personable, Eloisa’s passion is to contribute, provide excellent support, and make a difference.

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Our Mission & Vision

The goals we set that define and drive our work 


Empowering you to make proactive decisions about your financial future by providing tailored guidance to help you confidently achieve your goals is our goal. 


We aim to be the trusted resource for comprehensive financial planning by building an enduring network of dedicated fiduciaries committed to providing impartial advice and acting in our clients' best interest.

What We Stand For

Our code of ethics & conduct

We hold ourselves to the hightest standard to reach our ideals and your goals. Valuing relationships above all else, our work is always honest and unwavering. 

Our Approach

Guidance with confidence

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Our Partners

Comprehensive planning is about collaboration

We couldn't do it alone - these are our trusted experts in the many arenas of finance management. 

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